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Steps to Create a Schedule Report in CentraHub CRM

Steps to Create a Schedule Report in CentraHub CRM

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1. Click on the Report Module on the left-hand side of the Marketing Application/Sales Application dashboard.

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2. A list of reports would be displayed, Click on the required report folder to view the Report Details.

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3. From the drop-down list of the Run report, Click on Schedule Report.

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4. On the Schedule List page, click on New Schedule Report button.

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5. On the New Schedule Report page, enter the relevant details.

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Field Specifications of the Schedule Report

Report User

Select the Report user from the drop-down list.

Send As

Select Report from the Send As drop-down list.

Attached As

Select the report Attached Type.

Save changes

If you want to update the changes done in the report, select the radio button beside the Save Report Modifications option. Else, select Discard Report Modifications.

Report time

Set the report time to trigger report creation.

Email To

Select the person to whom the email should be sent.

Frequency Schedule

Select Frequency Schedule from daily, weekly, or monthly.

6. Click Save.

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